Are you overwhelmed with your billing system? Do you even have one started? Many entrepreneurs leave their payment and billing systems for last and end up scrambling to organize themselves a the last minute.
Let’s save time on our bookkeeping and put a system in place!
In this workshop, we will focus on creating our QuickBooks Online account and walk through the settings to maximize efficiency and automate recurring processes.
You will learn how to create:
Chart of Accounts
Lists - Customers, Vendors, Employees, Classes & Locations
Creating your items (Products & Services)
Monica Roca-Quesada is an accounting professional with over 20 years of experience in business from account management and financial operations to technology planning and implementation. Her breadth of knowledge in various facets of business gives her a unique lens to the various challenges and opportunities of a modern growing business in today's digital era. She has excelled in business transformation, digital transformation, technology implementation, and other special projects for companies such as Carnival Cruise Lines, 50 Eggs Restaurant Group and other Fortune 500 clients as well as many small businesses. Her technical expertise has led to increased operational efficiencies and greater return on investments.
Within her role as a Business Technologist for Agile Planners, she develops workflows and processes to streamline and automate tasks in today’s digital world. By working with business owners on a 1 on 1 basis, she will help businesses simplify their operations by matching them with the right finance and technology tools, allowing them to run their businesses, and not have it run them.
Monica is an Advanced Certified QuickBooks ProAdvisor who specializes in QuickBooks Online, QuickBooks Enterprise Solutions, QuickBooks Point of Sale, inventory management, as well as data migration to and from multiple accounting platforms and ERPs.
*By taking part in this event you grant the Emery full rights to use the images resulting from the photography/video filming. If you do not wish to be photographed please inform an Emery Team Member.*